Filed October 20, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $86,667 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,471 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,960 | $41,854+186.6% | $73,843+62.5% | $52,331+129.2% |
| Participation rate | 97.8% | 66.2%+31.6pp | 73.4%+24.3pp | 68.1%+29.7pp |
| Annual return | 1.63% | 2.11%-0.5pp | 2267.84%-2266.2pp | 4.54%-2.9pp |
| Employer contribution / active EE | $4,617 | $1,920+140.4% | $2,787+65.6% | $1,882+145.4% |
| Participant deferral / active EE | $7,090 | $2,498+183.8% | $3,583+97.9% | $3,022+134.6% |
| Admin fee / account holder | $19 | $493-96.1% | $4,880-99.6% | $592-96.7% |